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640 hedge funds and large institutions have $12.9B invested in Evergy in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 216 increasing their positions, 215 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $9.87M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

31% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 59

1% more funds holding

Funds holding: 631640 (+9)

0% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 215

4.42% less ownership

Funds ownership: 87.41%83% (-4.4%)

6% less capital invested

Capital invested by funds: $13.7B → $12.9B (-$786M)

Holders
640
Holders Change
+9
Holders Change %
+1.43%
% of All Funds
10.09%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
77
Increased
216
Reduced
215
Closed
59
Calls
$18.7M
Puts
$9.87M
Net Calls
+$8.84M
Net Calls Change
+$6.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MFC
526
Mechanics Financial Corp
Ohio
$42K
KFI
527
Key Financial Inc
Pennsylvania
$41K
MRCM
528
M&R Capital Management
New Jersey
$41K
PCFFS
529
Pacific Center for Financial Services
California
$41K
ZIG
530
Zullo Investment Group
Pennsylvania
$41K
TAM
531
Tucker Asset Management
Colorado
$40.3K
TIM
532
Tevis Investment Management
Texas
$40K +$11.7K +182 +48%
WTC
533
WhitTier Trust Company
Nevada
$39K
IBOK
534
Independence Bank of Kentucky
Kentucky
$38K
TWM
535
Tradition Wealth Management
Minnesota
$38K
TWC
536
TD Waterhouse Canada
Ontario, Canada
$37.4K
DAC
537
Dividend Assets Capital
South Carolina
$37K -$4.64K -72 -12%
MSFP
538
Mark Sheptoff Financial Planning
Connecticut
$37K
M
539
MOTCO
Texas
$34K
PA
540
PSI Advisors
Florida
$34K
FA
541
Financial Avengers
California
$34K +$323 +5 +1%
CWA
542
Carolina Wealth Advisors
South Carolina
$33K
CG
543
Cutler Group
California
$32K
CFO
544
CVA Family Office
Colorado
$32K +$30K +465 New
Koshinski Asset Management
545
Koshinski Asset Management
Illinois
$29.8K
CT
546
Cambridge Trust
Massachusetts
$29K
FFA
547
Freedman Financial Associates
Massachusetts
$29K
PFBT
548
Parkside Financial Bank & Trust
Missouri
$29K +$4.71K +73 +21%
JWBC
549
John W. Brooker & Co
California
$28K
KFAA
550
Klaas Financial Asset Advisors
Illinois
$28K